What is an Automation?
Automations are a powerful "set it and forget it" preset CRM routines that automate your organization's CRM activities. They help make your sales and service process faster, more efficient and standardized by automatically doing CRM workflows based on certain events that happen within the CRM. Specifically, automations are routines where you set up Cause and Effect actions. Causes: IF certain trigger events happen in the CRM AND certain conditions are
You can create automated emails for any of modules available, creating automated emails will save you time and help you with those first interactions. Use the Auto Email page to build a library of auto emails to be selected from when creating your Automations. Somethings to consider before creating your first Auto Email, select the option you’d like to learn about. To create an Auto Email follow the steps below: